Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Align-Rite Int'l (MASK) Undervalued compared to PLAB DPMI -- Ignore unavailable to you. Want to Upgrade?

To: Steve Tauscher who wrote (245)	10/27/1998 6:21:00 PM
From: Rob-Chemist	Respond to of 388

Ho-hum, just another average quarter I guess. Given the relative strengths of the economies in Europe and the US, where they focus, they almost certainly have another strong year of sales ahead. I think their recent purchases of the two ETEC machines will be very good timing, as it seems like a lot of US chip companies will be moving to smaller feature sizes this next year. It is particularly interesting comparing their sales growths to those of PLAB and DPMI, who have been significantly affected by Asia. I am looking forward to PLABs report next month. While they also have significant exposure to Asia, it seemed from their last report that they were not as severely affected as was DPMI. Also, they haven't put out any earnings warnings . . . .